Great summary, the sell down was a ‘few’ exiting. The recovery will be based on the catalysts you outline.
We are rapidly moving from a possibility to a commercial reality and currently have the funding to get us there.
$24m MC is laughable for a company on the cusp of disruption to the $100m hydrogen space, $20b graphite space and $$huge clean steel production space.
Keep in mind also that we are only dealing with the known timelines, there’s likely plenty of unknown activity on the sidelines too.
Ann: Mineral Resources Project Update, page-23
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